Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I continue to think large cap biotech is either not expensive or - in the case of GILD - cheap. I do look at a number of names that have run up on the *promise* of their pipeline that may be in stage 1 or 2 of testing and some of those seem excessiv…
Hi @linter
--- two stock holdings, ABC (5%) (AmerisourceBergen)
Take care,
Catch
It's been a while since I owned it (and wish I hadn't sold it), but if I remember correctly, Walgreens has an option to buy something like up to 30% of ABC?
ABC h…
Someone's trying to pull a Greenspan and shape/"talk up" their legacy.
On the blog: "Comments are welcome, but because of the volume, we only post selected comments."
Oh yeah, because of the volume you're being selective posting comments.
Sharespost 100 Fund VS GSVC Capital
http://finance.yahoo.com/echarts?s=PRIVX+Interactive#{"range":"1y","scale":"linear","comparisons":{"GSVC":{"color":"#cc0000","weight":1}}}
Wouldn't go anywhere near either.
Was thrilled when Coke announced they were going to do a Stevia-sweetened version. The result: some stevia, still lotta sugar.
The problem the soft drink makers have run into with stevia is that the more they use in a drink, the more it imparts a …
Was thrilled when Coke announced they were going to do a Stevia-sweetened version. The result: some stevia, still lotta sugar.
Stevia is easily grown (I found the plants for sale at Home Depot of all places) and took off like a rocket with minimal …
@Scott,
At some point, there will be more in the way of digital downloads. You can already download games via XBOX Live and Playstation Network. I can pre-order a game and download it and have it ready to play at midnight on release date. I don't s…
I've been saying for a long time that Gamestop is inevitably heading towards irrelevance and absolutely nothing about my view has changed.
As for the article, it notes that Gamestop is selling phones and other such things. If I want to buy a phone…
1. I drink way too much Diet Coke. I don't know how anyone can drink Diet Pepsi. Vile swill. I drink enough Diet Coke to have an opinion about which container (cans, small cans, bottles, small bottles, etc) tastes better. I have occasionally been kn…
scott, I agree, and Holmes not learning to cool down is giving me a bit of an ulcer. I'd say he's had more than enough time to learn. Sometimes aggressive should include "when there's a dip I'll have ready cash to buy" instead of "when there's a dip…
PSPFX is one of the most aggressive natural resources funds out there. When things aren't doing well in that category, this won't. However, I think the hit that fund has taken this year unfortunately has been particularly bad even for an aggressive…
Robert Arnott often touted as one of the smartest manager in the business. Why are his Pimco funds, All Asset and All Asset All Authority, are so uninspiring! Let's hope they can use his talent better.
Arnott's two key funds are not exactly aiming…
Look at CELG for example. Closed yesterday at $116 and change. Pre-market down to $115ish. Opens at 8:30 and falls to $114. 8 minutes later over $117 on no news. 15 or so minutes in, $119. $5 move in minutes for a nearly hundred billion dollar compa…
In the electronic payments space, TSS makes a lot of sense. Unfortunately, I did not pull the trigger when it dipped to about 28 not to long ago.
TSS looks quite interesting, thanks.
In other Monitise news, the founder departed the company yesterda…
@Scott - almost took a toehold at the closing but since it's almost the end of the month (or quarter) and fund managers are playing games with positions and holdings I'm going to let that shake itself off first. GILD has definitely been on the radar…
@Scott
Don't slam jello, I try and eat healthy most of the time, but love my jello for dessert. Fortunately, I own both Kraft and Whitewave, so betting on healthy food and unhealthy food at the same time LOL.
Definitely nothing against Jell-o or t…
It's a huge deal, but I guess I look at this as this industry where the majors basically have had little or no innovation over the last couple of decades. I'm not talking about the processed foods industry having to be wildly innovative, but many of…
I'll keep buying GILD with a forward p/e under 10, a dividend coming up shortly and a company that had 12.8 billion in operating cash flow last year. The funny thing is that I don't think any of the biotech majors are richly valued and Gilead is qui…
@scott: KRFT Pre Market: 71.00 Up 9.67 (15.78%)
Regards,
Ted
Some discussion now that Kraft holders will get a special dividend. Kraft will merge with Heinz, then Heinz returns to being a public company with the combined company.
Well, if you're a fund manager who holds a lot of cash, or a long-short manager who's mostly short, then if the markets go up you risk underperforming the market and your benchmark.
And investors who get impatient long before the quarter ends. Think…
I'll note that FCX is heavily copper and gold; while the oil is a decent part of the company (and was a controversial purchase), I think FCX's dividend cut was expected (or if someone wasn't, they should have been.) Energy will do what it's going to…
Combined with the euro depreciation
Hope anyone invested was hedged. Oh, and the move was totally based on improving fundamentals, not beggar-thy-neighbor currency bs....
Bayer US ADR shares vs Bayer German shares 6mo:
http://finance.yahoo.com/echa…
But the mortgages with negative interest rates sure seem like a good deal. Bizarro world!
And I'm sure whatever institution winds up with them will not want them on their books and will try to pass them off like a hot potato.
Ridiculous distortion…
Surely many here have heard of the new cdiff (and other conditions) treatments:
http://www.washingtonpost.com/news/speaking-of-science/wp/2015/01/29/you-can-earn-13000-a-year-selling-your-poop/
"By introducing healthy fecal matter into the gut of a…
Quite simply, it's "baffle them with BS" tactics. I've often thought lately that the FOMC should actually meet LESS and Fed speakers should be limited - this whole thing of four different Fed governors in four difference places over four different d…
Valuation seems reasonable, it's trading under book, although it has been for a few years now. It hasn't performed that well (in general + comparison to peer group) and I wouldn't be able to analyze why. It would really be an instance of you live ne…
@scott: funny; I had MONIF on a watch list. What a disaster that's been.
You had a stock that attracted investors like Visa and Leon Cooperman of Omega (who is now stuck as the largest shareholder) and others. It was the "hot" thing in the payments …
" but last year its biggest pullback was in the spring, correcting about 20% in March and April. We’ll look to pick it up again after a correction."
Wasn't that when Yellen said it was overvalued?
Currency wars preceded the Great Depression by about a decade. I have no idea whether history will repeat, but there's plenty of doomstayers out there if you Google it. And, my weak understanding is that in the past the debate about returning to th…
I was curious due to media mention of a corollary between biotechs and the dot.com frenzy of a few years ago.
As someone who works in the industry, what is your view on it all? As someone who is invested an attempting to learn more, from the out…
@PRESSmUP
In addition to what Mark stated about Mr. Price; I continue to believe that while some bio/pharma companies will go bye-bye, here and there; that the larger healthcare companies in various sectors will also continue to purchase the smalle…
I am interested in why the consensus seems to be that this statistic won't impact your allocation to HC.
I own a couple of the mega-cap biotechs, which I'm not concerned with. In particular I think Gilead (GILD) is quite reasonably valued at thi…
Bummer. Happens to everyone at some point, I think. I know people who sold Priceline ages ago.
I've sold a couple of things before they were bought (Bulgari's one that comes to mind) and have managed to side-step some things (Monitise, last year, w…
I still say Abbott Labs (ABT) is the most enjoyably boring play on EM, with about 50% of revenues from EM and the stock is conservative to put it lightly. International Flavors and Fragrances, which has been around for 125 years or so, is also about…
